Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,692 | $100,203-38.4% | $85,240-27.6% | $145,897-57.7% |
| Participation rate | 95.2% | 74.1%+21.1pp | 67.5%+27.7pp | 80.3%+14.9pp |
| Annual return | 10.24% | 84.28%-74.0pp | 66.75%-56.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $8,258 | $3,242+154.7% | $2,735+201.9% | $4,663+77.1% |
| Participant deferral / active EE | $5,283 | $5,299-0.3% | $4,527+16.7% | $6,689-21.0% |
| Admin fee / account holder | $4,598 | $7,265-36.7% | $6,165-25.4% | $13,390-65.7% |